Stanley-Laman Group’s M&T Bank MTB Stock Holding History

Stanley-Laman Group’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,655	Closed	-$790K	–	297
2019 Q4	$790K	Sell	4,655 -237	-5%	-$38.5K	0.19%	171
2019 Q3	$773K	Sell	4,892 -450	-8%	-$70.8K	0.19%	167
2019 Q2	$909K	Buy	5,342 +42	+0.8%	+$6.96K	0.22%	157
2019 Q1	$832K	Buy	5,300 +284	+6%	+$46.6K	0.2%	170
2018 Q4	$718K	Sell	5,016 -73	-1%	-$11.7K	0.2%	185
2018 Q3	$837K	Buy	5,089 +25	+0.5%	+$4.34K	0.21%	148
2018 Q2	$862K	Buy	5,064 +597	+13%	+$107K	0.19%	157
2018 Q1	$824K	Buy	4,467 +411	+10%	+$76.6K	0.19%	155
2017 Q4	$694K	Buy	4,056 +259	+7%	+$43K	0.15%	189
2017 Q3	$611K	Buy	3,797 +481	+15%	+$75.6K	0.16%	153
2017 Q2	$537K	Buy	3,316 +94	+3%	+$14.8K	0.15%	147
2017 Q1	$499K	Buy	3,222 +1,196	+59%	+$194K	0.14%	168
2016 Q4	$317K	Buy	+2,026	New	+$274K	0.1%	210

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return